Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,148
Closed -$6.06K 3564
2023
Q4
$6.06K Hold
1,148
﹤0.01% 3493
2023
Q3
$5.14K Sell
1,148
-1,239
-52% -$5.55K ﹤0.01% 3544
2023
Q2
$11.4K Sell
2,387
-5,528
-70% -$26.3K ﹤0.01% 3597
2023
Q1
$35.9K Buy
7,915
+7,208
+1,020% +$32.7K ﹤0.01% 3597
2022
Q4
$5.54K Buy
707
+8
+1% +$63 ﹤0.01% 3821
2022
Q3
$10K Sell
699
-79
-10% -$1.13K ﹤0.01% 3754
2022
Q2
$19K Buy
+778
New +$19K ﹤0.01% 3856
2021
Q2
Sell
-14,929
Closed -$2.07M 4538
2021
Q1
$2.07M Sell
14,929
-2,928
-16% -$406K ﹤0.01% 2140
2020
Q4
$2.54M Buy
+17,857
New +$2.54M ﹤0.01% 1768